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Manage Your Billing Processes with Salesforce Billing
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            Legacy Billing for Canceled Products

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            Legacy Billing for Canceled Products

            When you cancel a subscription, Salesforce Billing updates several objects so you can track how much revenue you’ve canceled. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’18 and later

            Subscription Products

            When you cancel a subscription order product, Salesforce CPQ sets that order product’s terminated date to the day you performed the cancellation. If the order product you canceled was a revised order product, Salesforce CPQ also sets the terminated dates of the original order product and any of its amendments.

            When your invoice run evaluates a canceled subscription billed in arrears or without a billing type, it does not create invoice lines for any date past the termination date. If the canceled subscription is billed in advance, Salesforce Billing makes a credit note for the period from the termination date to the day before the next charge date. Once all billing has completed for an order product with a terminated date, its Billing Status field updates to Canceled.

            Usage Products

            When you cancel a usage-based order product, Salesforce Billing performs the following actions on all the product’s usage summaries.

            • If the terminated date is between the usage summary’s start and end dates, Salesforce Billing updates the End Date Override field to match the termination date.
            • If the terminated date is before the usage summary’s start date, Salesforce Billing changes the usage summary’s status to Canceled.

            Salesforce Billing does not issue credits for usage that you already billed. Invoice runs do not evaluate canceled usage summaries.

            Example
            Example You have a six-month contract for a data security subscription that began on 01/01/17. The order product for this subscription bills for $200 on the first day of the month. Your customer cancels their subscription effective 03/31/17. Let’s tlook at how the cancellation affects your invoice and order product billing metrics.
            Invoice
            Field NameBefore Initial BillingAfter January InvoiceAfter February InvoiceAfter March Invoice After 03/31/17 Cancellation
            Start Date null 01/01/17 02/01/17 03/01/17 null (no future invoices)
            End Date null 01/31/17 02/28/17 03/31/17 null (no future invoices)
            Amount null $200 $200 $200 null (no future invoices)
            Order Product 1
            Field NameBefore Initial BillingAfter January InvoiceAfter February InvoiceAfter March InvoiceAfter 03/31/17 Cancellation
            Billed Amount $0 $200 $400 $600 $600
            Pending Amount $1200 $1000 $800 $600. After cancellation, this amount moves to the Canceled Amount field. $0
            Canceled Amount $0 $0 $0 $0 $600
            Contract Action New New New New New
            You also have a revised order product that represents the amendment you made to bring the first order product’s quantity down to zero. The revised order product has the following fields.
            Billed Amount
            $0
            Pending Amount
            $0
            Canceled Amount
            $-600. This value represents the total amount of your cancelation order.
            Contract Action
            Cancel
            Original Order Product
            Order Product 1
            Example
            Example You have a six-month contract for a data security subscription that began on 01/01/17. The order product for this subscription bills for $200 on the first day of the month. Your customer cancels their subscription effective 03/16/17. Since they canceled halfway through the month, we have to consider the prorated costs of a half-month of service.
            Invoice
            Field NameBefore Initial BillingAfter January InvoiceAfter February InvoiceAfter March Invoice After 03/31/17 CancellationPost-Cancellation Invoice
            Start Date null 01/01/17 02/01/17 03/01/17 null 03/16/17
            End Date null 01/31/17 02/28/17 03/31/17 null 03/31/17
            Amount null $200 $200 $200 null $-50
            Order Product 1
            Field NameBefore Initial BillingAfter January InvoiceAfter February InvoiceAfter March InvoiceAfter 03/31/17 CancellationPost-Cancellation Invoice
            Billed Amount $0 $200 $400 $600 $600 $600
            Pending Amount $1200 $1000 $800 $600 $0 $0
            Canceled Amount $0 $0 $0 $0 $600 $600
            Contract Action New New New New New New
            You also have a revised order product that represents the amendment you made to bring the first order product’s quantity down to zero. Its billing metrics change between cancellation and your final invoice. The $-50 in pending billing after cancellation represents the prorated credit for the March period that you already invoiced.
            Revised Order Product
            Field NameAfter 03/31/17 CancellationPost-Cancellation Invoice
            Billed Amount $0 $-50
            Pending Amount $-50 $0
            Canceled Amount $-600 $-600
            Contract Action Cancel Cancel
             
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